Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Series Portfolios Trust - Eldridge AAA CLO ETF comprennent Ball & Co Wealth Management Inc., SRS Capital Advisors, Inc., Tower Research Capital LLC (TRC), Elequin Capital Lp, National Asset Management, Inc., J.w. Cole Advisors, Inc., Silverleafe Capital Partners, LLC, HighTower Advisors, LLC, Koshinski Asset Management, Inc., Inspire Advisors, LLC, Keudell/Morrison Wealth Management, Prostatis Group LLC, GWM Advisors LLC, Comerica Bank, Steward Partners Investment Advisory, Llc, Cedar Wealth Management, LLC, et Mount Yale Investment Advisors, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 59 060 | 52,99 | 1 512 | 53,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8 977 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12 091 | 1,25 | 310 | 1,64 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 19 678 | 504 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 306 | 0,33 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 91 199 | 2 335 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 063 | 488 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 487 | 38 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29 200 | 748 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 215 | 6 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 000 | 26 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 000 | 205 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 136 635 | 3 498 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 112 | 336 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 7 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 392 | 10 | ||||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 259 690 | 7 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 15 261 | 39,37 | 391 | 39,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 361 | 1 024,79 | 35 | 1 033,33 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 154 134 | 1,26 | 3 932 | 1,45 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 10 464 | 268 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 781 | 20 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 23 650 | 605 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 34 600 | 1 520,61 | 885 | 1 538,89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 521 | 372 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 68 889 | 46,76 | 1 764 | 47,28 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 70 479 | 171,68 | 1 804 | 172,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 555 | 0,36 | 14 | 0,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 46 933 | 49,69 | 1 201 | 50,31 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 33 836 | 122,21 | 866 | 123,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 071 | 667 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 187 480 | 136,58 | 4 799 | 137,46 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 126 860 | 3 248 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 12 262 | 314 |
